Senior Portfolio Coordinator

4 weeks ago

Bengaluru, Karnataka, India WELLS FARGO BANK Full time

About this role:

Wells Fargo is seeking a highly skilled Senior Portfolio Coordinator to support the performance and overall effectiveness of our Commercial Banking Portfolio Management team.

As a key member of our team, you will be responsible for providing feedback and presenting ideas for improving or implementing processes and tools within Commercial Banking Portfolio Management.

You will review credit information of loans for companies and industries, respond to customer inquiries, generate status reports for management or bankers, and contact available sources of information.

Additionally, you will perform or guide others on complex tasks or initiatives that require planning, evaluation, and interpretation, independently prioritize work, and provide day-to-day work leadership and mentorship to the team.

Required Qualifications:

  • 6+ years of Commercial Banking Portfolio Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

  • Experience in financial analysis, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
  • Degree/Masters in accounting, Finance, Economics or CA Inter.
  • Any professional certification in Finance/Accounting/Economics would be a plus
  • Certification in VBA/Advanced Excel would be a plus
  • Analytical bent of mind and ability to draw pattern from discrete set of data.
  • Work on the activities related to Regulatory Reporting, using the financial metrics, debt schedule, WFCC and discounted cash flows.
  • Portfolio support activities
  • Knowledge on C&I, CRE and Leverage Lending loans
  • Responsibility includes, but not limited to:
  • Review, analysis and delivery of financial statement transactions and positions based on internal controls and industry standards. Knowledge in Credit Analysis, US GAAP,10K & 10Qs.
  • Good knowledge on GAAP Accounting / International Financial Reporting Standards. Well versed with EBITDA calculation, credit structuring, WACC & DCF.
  • Financial spreading work & ratio analysis.
  • Independently identifies issues and implements resolutions; may assist other team members with issues
  • As a subject matter expert, provides work direction and training to co-workers regarding processes.
  • Strong analytical, research, Strong business writing skills and problem solving skills.
  • Participates in process meetings and interacts on a fairly regular basis with process SMEs
  • Perform administrative function, research on access accounts, projects, and maintenance and database conversions as required.
  • Very detailed oriented and flexible to work on multiple processes.
  • Strong with MS Excel and Macros
  • Thorough understanding of customer data requirements as related to the banking and financial services industry.
  • Quality-oriented. Good attention to detail. Have a sense of urgency in addressing errors. Demonstrates willingness to learn new skills and tasks
  • Finishes one's tasks as per set schedules. Takes initiative for ensuring timely completion of set tasks.
  • Receives and reciprocates basic information clearly in the written and oral form; Demonstrates good command over the English language. Ability to escalate issues appropriately.
  • Ability to accurately process high volumes of work within established deadlines
  • Ability to adapt to change and work on multiple processes
  • Ability to set priorities, and deliver the tasks within the stipulated timelines
  • Candidate must be willing to work in shifting schedule depending on business need.
  • Quality check of work performed by junior team members and provide appropriate feedback on the same.
  • Understand the feedback received from the onshore team members and disseminate the same to the team.
  • Provide training to the team members and educate them on the tough scenarios

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